ESCM

Echo Street Capital Management Portfolio holdings

AUM $747M
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.1B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$76.6M
2
+$50.9M
3
+$44.9M
4
BLKB icon
Blackbaud
BLKB
+$43.5M
5
BKNG icon
Booking.com
BKNG
+$40.6M

Top Sells

1
+$85.2M
2
+$56.3M
3
+$45.5M
4
AVY icon
Avery Dennison
AVY
+$40.1M
5
EPRT icon
Essential Properties Realty Trust
EPRT
+$36.7M

Sector Composition

1 Technology 24.24%
2 Real Estate 19.51%
3 Consumer Discretionary 17.7%
4 Industrials 10.88%
5 Financials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$50.9M 1%
527,894
+80,598
27
$50.3M 0.99%
2,834,491
+485,282
28
$49.4M 0.97%
620,031
+545,280
29
$48.3M 0.95%
2,263,494
+138,470
30
$47.2M 0.93%
363,050
-89,092
31
$47M 0.92%
1,573,312
+238,423
32
$46.8M 0.92%
1,176,898
+65,019
33
$45.5M 0.89%
166,136
-82,888
34
$45.1M 0.88%
382,469
-127,968
35
$44.6M 0.87%
1,381,816
+148,259
36
$43.6M 0.86%
602,108
+9,487
37
$42.9M 0.84%
223,541
+68,743
38
$42.6M 0.84%
1,848,488
-777,229
39
$42.4M 0.83%
2,243,584
+1,723,842
40
$42M 0.82%
573,220
+198,653
41
$41.9M 0.82%
837,758
+207,210
42
$40.7M 0.8%
285,326
-13,668
43
$40.6M 0.8%
+23,273
44
$40M 0.78%
1,247,309
+509,198
45
$39.5M 0.78%
533,157
+37,052
46
$39.1M 0.77%
664,020
+214,300
47
$38.6M 0.76%
352,467
+237,513
48
$38.5M 0.76%
1,759,656
+271,246
49
$38.2M 0.75%
990,353
+49,830
50
$37.9M 0.74%
918,475
+491,455
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